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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
651
Fox Run Management
Connecticut
$614K +$677K +12,957 New
EFS
652
Essex Financial Services
Connecticut
$613K -$10.5K -200 -2%
SF
653
Synovus Financial
Georgia
$613K +$157 +3 +0%
KWMG
654
King Wealth Management Group
Florida
$611K +$4.91K +94 +0.7%
SI
655
Stephens Inc
Arkansas
$599K -$658K -12,585 -50%
MMPW
656
Mitchell McLeod Pugh & Williams
Alabama
$599K
BRWA
657
B. Riley Wealth Advisors
Florida
$598K -$54.6K -1,044 -8%
BCMO
658
Buckingham Capital Management (Ohio)
Ohio
$596K -$7.84K -150 -1%
OIM
659
Orca Investment Management
Oregon
$592K -$17.7K -338 -3%
WOC
660
West Oak Capital
California
$591K
BC
661
Banced Corp
Illinois
$590K +$3.03K +58 +0.5%
FMWA
662
Forvis Mazars Wealth Advisors
Missouri
$579K -$26.7K -511 -4%
CIP
663
Cornerstone Investment Partners
Georgia
$574K
QAM
664
Quantres Asset Management
Cayman Islands
$574K +$272K +5,200 +75%
Acadian Asset Management
665
Acadian Asset Management
Massachusetts
$569K -$349K -6,681 -36%
BFA
666
Beaumont Financial Advisors
Massachusetts
$569K +$118K +2,262 +23%
CCA
667
Checchi Capital Advisers
California
$565K +$21.2K +405 +4%
LC
668
Lourd Capital
California
$561K -$80.9K -1,548 -12%
Baird Financial Group
669
Baird Financial Group
Wisconsin
$560K +$38.9K +744 +7%
AIM
670
Anchor Investment Management
South Carolina
$560K +$93.7K +1,793 +18%
WAM
671
Wolverine Asset Management
Illinois
$554K +$502K +9,615 +461%
WTFG
672
Wells Trecaso Financial Group
Ohio
$542K
FPA
673
First Pacific Advisors
California
$540K -$538K -10,300 -47%
BCM
674
Bayesian Capital Management
New York
$538K +$337K +6,453 +132%
LWAC
675
Laurel Wealth Advisors (California)
California
$534K +$589K +11,278 New